The advisor listed is an Ameriprise financial advisor in Atlanta. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I provide financial education onsite to business employees as well as formal financial planning with individual clients and families. Financial stress can negatively affect an employee workforce and the personal lives of families. To help reduce that stress and uncertainty I, For Businesses: Help explain company benefits offering to employees Offer individual onsite employee consultations Provide financial guidance to employees Present seminars about retirement planning, college savings, tax planning, investments & market volatility, social security, insurance For Clients: Help them identify & prioritize their goals they have for family and finances Together, develop a plan with recommendations to plan to meet those objectives Track clients progress over time and adjust to life changes: birth of a child, home purchase, care of an elder relative, job transition, benefits change, inheritance, marriage or divorce My clients are focused on their careers, families, and personal lives. They see value in the process weve developed and scheduled reviews to help keep their finances on track. Im there to offer advice at times when the unexpected happens as well. I strive to offer clients advice to help them avoid the pitfalls and decisions they would have made without someone to bounce those unexpected decisions off of.